For me....Keck Seng (under "Plantation") Best of the Best now..!!

Interesting article, tks. So will the growth in KESM testing business for those chips.
At 17/-, KESM has dropped from it's historic high of 22.70 traded on Jan 8,2018 with 338,900 shares done. KWAP is a late entrant to KESM and yet has to date accumulated to be the second largest shareholder to Sunright....yet they still have appetite to continue to gobble even in small quantities whatever they can get hold of...why?

6,700...to be exact at close, 2000 thrown to me @ 17/-....and balance may be taken up by KWAP.

The problem is with some Research Houses and their Analysts if they write with a "motive" = you Sell, I Buy, vice-versa. If we cannot have faith in what the CEO of KESM has mentioned, who else can we rely on?

As you have said appropriately, "shortage is not a bad thing..." Only temporary for sure.

So many negative news reported re wafer shortage, yet just after KESM AGM, CEO was confident the Company will maintain growth, no mention of wafer shortage...So let us also look at the +ve side too. Cheers.

Will not regret catching it even at 15/- first, already being hit at 16.54...clinging to "life-buoy" now.

All said, appreciate any idea at what price would be considered fair and a bargain to hold till the next 3rd Qtr. Result is announced. Sometimes use "gut feeling"...who knows, impossible to buy at the lowest. As KESM future growth is ok, whoever has faith and can hold will be rewarded.

Price to 12.50 Great!..Catch it even at 13.00 > put it in your pocket, hatch it to CIMB Target price.

Hi 'watchdog88'...Thank you, I agree.
Would you please care to contact an officer at MSWG Malaysia.
I have earlier expressed my request for them to attend KSeng AGM, but they are not interested. Would you please care to try. Thanks...
http://www.mswg.org.my/

Interesting comments/news...tks for sharing. Only a few months back in Jan 2018, everybody was euphoric about KESM..buy, buy and buy till it hit a new high of 22.70 on Jan 8, 2018. Nobody ever thought then that there could be this wafer shortage. If in 3-4 months, the situation can change so rapidly, so can the reverse take place to see KESM hit another new high 3-4 months when the shortage now becomes "surplus"...hence, Worth taking a plunge when prices are depressed like now. Who know where the "bottom" is?

Over-reaction + Panic = Opportunity

16.66 and 16.54 thrown to me last minute just before 'matching' time...some desperate sellers?

Noted., thanks..Apart from Technical Analysis as a guide, Kobay is supported at these levels by it's Fundamental Analysis. Who knows of the future?...., but I am in.

Pl dont be too sure...BBC = Syria air strikes: US still 'locked and loaded' for new chemical attacks.

I think the "free" float of KESM shares in the open market now, is about 8 million, and if Institutions keep accumulating with KWAP aggressively buying, there will be less and less sellers, so the price will only appreciate as the Company's profits improve, Subject to unforeseen developments, hopefully none or minimal, then up and up and away you go KESM ***

Of course I bought much earlier before KWAP came into the scene, so being a "novice" temptation was to "lock" in profits only to find subsequently that KWAP has been targeting this stock to collect more and more. The only direction for KESM now is up and up to test again the 20/-level. Why sell?...Ride with it.

i. Acquisition of shares in open market by KWAP; and
ii. Acquisition of shares in open market by KWAP's Fund Manager.
Total no of securities after change 2,366,300
See details at..
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5754933

In the 2017 Annual Report of KESM, next to Sunright as the largest shareholder in the Top 30,
the second largest shareholder had 2,057,500 shares / 4.78 % and KWAP was not in the Top 30.

KWP has added more to their substantial collection that they made on 04-04-18 when panic holders kept selling non stop. As of this date,
they have acquire more....details at >>

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5754933

Looks like KESM will be well-supported by their strong buying power, and will surge to new highs if the next quarterly result improves as it most likely will.

Opportunity if trump makes off the cuff crazy remarks...please do so,.then BUY, but I doubt can see KESM falling like ten pins on 04-04-18 anymore...Congrats KWSP you are the hero of that day, you have the last laugh.

The owners of Keck Seng have not done any "share buy-back" at all in the last few months in spite of the share price hitting new lows. Let's hope they dont have any motive at all to "privatize" the Company,instead let it coast along with market forces. At this price of RM4/-, the dividend yield over a 6-month period is respectable with another 4% interim to be declared later.

about KWAP...read more at >>

https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=39221420

KWAP was the main buyer when panic set in on KESM on the April 4 selling. It is reassuring to know that they have the reputation of being a prudent, professional and successful Fund Manager.

In the Stock Market, anything is possible including comparing Apples to Oranges, like you try to compare KESM to HY-Ah Heng, but the hardest thing is to put money where one's mouth is ^^..

aiinvestor...please re-post the link, address is not complete, page not found. thanks

Game over?? I doubt. For KESM, business goes on and on as usual...with Funds waiting to collect when there is panic selling eg with 40% of yesterday's t/o gobbled up by KWAP's Fund Manager...Pl read>

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5748389

Once the "dust" has settled over the fear on the Tariff issue and the two giants have negotiated an amicable deal, KESM wont be selling at the prices you see today.

To all above who have been constructive calm and "positive" in their approach when KESM was falling like 10-pins, thank you for the substantial pocket-money earned this morning."aiinvestor"...I feel the same too...all "tembak" only. It is a matter of time KESM will head back to 18/-= fair value. Cheers.

What % of KESM business is in China likely to be affected.
KESM price fluctuation has never behaved so bearish as ever today...strange, hopefully it is just panic selling by weak holders.

looks bearish!-...depending more on the upcoming 3rd Qtr results than other factors.

http://www.bursamalaysia.com/market/listed-companies/list-of-companies/plc-profile.html?stock_code=7439

I have been trying to buy 'tickets' at 1.03 the last two days to average down from 1.10 without succeeding.

Yet again Sellers threw to Buyer at 4.18...when Keck Seng price is at an all-time 4 year new low, notwithstanding the fact that NTA has increased from 5.08 to 6.16 now. Lelong time is time to buy and hold.

If you say "don't sell"...therefore, can buy..and someone so desperate sold 4 lots to me at 4.18..this morning at 11 am - no one knows where the "bottom is. Keck Seng has never "behaved" like this before..lol!!

Kobay can drop, just as it has gone up....and as it drops to a point where "value" appears, I would start nibbling based on it's projected PE. At RM1.10 perhaps??

...The first "show-time" also with limit-up was in Nov 2015 hitting a high of 2.74 (before it's recent bonus issue). Now it is an ex=bonus rally because of encouraging quarterly results... who knows to what level?..Come on KOBAY...show us that you can do it again-$$

https://klse.i3investor.com/servlets/stk/chart/6971.jsp
zoom on this link and select ALL

YES....at 1.37 at close of trading

...and it will be on the radar screen again.*$*

Could this be of help in the case of Kobay?

https://klse.i3investor.com/blogs/UOBKayHian/124266.jsp

Losses or Gains....for every stock listed, there is a "value" placed on it's head....so is Keck Seng.

It could very well be an opportunity now to collect when the Company announces "huge losses...

At 15:05:52 PM 4.520 100,000 Seller price taken in one block. The buyer seems oblivious of the impending losses.

and adding to this excellent 2nd Qtr (not the final) there is this positive announcement earlier>>
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5626197

ha..ha..? 有信心

KESM is a very small cap stock with limited shares in circulation, by now most are in tight institutional hands with limited 'free-float'. All that is needed is for the Company to report a further improvement in the forthcoming quarterly report, hoping to be followed with bonus/cum share split.

Today's buying looks promising. In share investment/trading, anything is possible. KESM is not for contra players but for the 'faithful'. Cheers!

I cant help notice a lot of exuberance over KESM here, yet it was the first big loser at the opening bell this morning, losing RM1/- over it's closing price. Why the sudden panic? Contra players or worst to come from the DOW?

looks like so ...eager/desperate sellers...a block of over 250 lots up for sale at 4.58.

It is too tempting not to have it on my radar screen, now that it is cheap enough in the current market turmoil...nibble, yep!

T4Q P/E | EY: 22.28 http://klse.i3investor.com/servlets/stk/3476.jsp

I am referring to SBagan comes T3/T4, that I have interest in when the historical volume of 1.013 m. exchanged hands on 12/01/2018 which must be cleared and be with strong holders. Then if the news materialise, we should be in for a windfall. If otherwise, just hold at these low levels for a share that has assets well above prices we pay for. Best of luck!

Yep...The Star reported>>Kuchai is the sixth largest shareholder with 3.03 million shares in Great Eastern Malaysia’s parent company, Great Eastern Holdings Ltd (GEH) that is listed in Singapore.

At the 8th position is S. Bagan with 1,733 million shares, and the "par" value of S.Bagan being RM1/- compared to Kuchai 50 sen par, this should put S.Bagan in the running too!

....first surge today 12/01/2018 to a high of 4.98, closing with gain of 19 sen, at 4.89...looks promising

Money first..Split/Bonus secondary. Please request KESM to set aside half net profit for Dividends.Thanks.

What will the next new high likely to be, now that it has again hit its previous new high of 20.50 on Nov.23-2017, thereafter crashed with a severe correction for about 3 weeks

https://klse.i3investor.com/servlets/stk/chart/9334.jsp

just like a submarine lurking in the deep, waiting to re-surface at the opportune time that no one knows when, hopefully that 4.56 on 21-12-17 would be its lowest.

noted..tks..any of the share holders attending the forth-coming AGM can ask Mr Samuel Lim further.

http://www.focusmalaysia.my/Mainstream/kesm-unperturbed--by-trump-rhetoric